Advisornet Financial’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Advisornet Financial’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46M	Sell	31,115 -269	-0.9%	-$12.6K	0.07%	215
2026 Q1	$1.48M	Sell	31,384 -3,722	-11%	-$176K	0.08%	201
2025 Q4	$1.66M	Sell	35,106 -244	-0.7%	-$11.6K	0.09%	196
2025 Q3	$1.68M	Sell	35,350 -2,835	-7%	-$134K	0.1%	186
2025 Q2	$1.8M	Sell	38,185 -106,318	-74%	-$4.94M	0.12%	175
2025 Q1	$6.78M	Buy	144,503 +20,321	+16%	+$942K	0.5%	40
2024 Q4	$5.71M	Buy	124,182 +8,600	+7%	+$402K	0.48%	46
2024 Q3	$5.54M	Buy	115,582 +4,571	+4%	+$216K	0.41%	50
2024 Q2	$5.11M	Buy	111,011 +17,888	+19%	+$819K	0.46%	43
2024 Q1	$4.32M	Buy	93,123 +22,194	+31%	+$1.03M	0.42%	50
2023 Q4	$3.33M	Buy	70,929 +48,991	+223%	+$2.2M	0.31%	76
2023 Q3	$977K	Buy	21,938 +21,450	+4,395%	+$974K	0.09%	212
2023 Q2	$22.5K	Buy	+488	New	+$22.7K	﹤0.01%	1049

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Advisornet Financial's UITB Position: Q2 2026 in Review

Advisornet Financial reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 0.86% in Q2 2026, selling an estimated $12.6K and leaving 31,115 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #215.

Advisornet Financial first reported a position in UITB in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.78M in Q1 2025. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Advisornet Financial held 31,115 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $1.46M as of Q2 2026.
Advisornet Financial sold 269 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $12.6K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.07% of Advisornet Financial's portfolio in Q2 2026, its #215 holding.
Advisornet Financial first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q2 2023 and has held it in 13 quarters since.
Advisornet Financial's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $6.78M in Q1 2025.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.